at UMB Bank in Dover, Delaware, United States
Be part of something more.
A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder-you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.
This position is responsible for managing the overall customer relationship and acting as primary contact for all Fund Services Clients to facilitate the process of delivering service to the clients from all UMB operating units.
+ Act as the lead communicator to clients regarding strategic/business items and issue resolution
+ Prepare and track annual client relationship plans; ascertain and document clients’ satisfaction level with UMB’s service
+ Work with sales team to build rapport with prospects to facilitate a streamlined transition when they become clients
+ Oversee fee negotiations
+ Lead client on-boarding process
+ Conduct team meetings with clients
+ Manage ongoing client projects ensuring agreed upon time frames are met
+ Keep senior UMBFS management apprised of client status so that UMB has a strong understanding of the clients’ situation at all times
+ Provide a channel for UMBFS team members to go to with issues and questions
+ Deliver daily reports and analysis where necessary, oversee monthly billing and managing contract renewal process
+ Identify and pursue cross-sell and referral opportunities and training team members in effective client service
All other duties as assigned
+ Bachelor’s Degree.
+ Five years managing client relationships in the financial services industry.
Mutual Fund experience.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to email@example.com or call 816-860-7972 to let us know the nature of your request.
Who we are
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.To view full details and how to apply, please login or create a Job Seeker account